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My Personal CFO

Latest statistics and disclosures from My Personal CFO's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, MSFT, AVUS, AAPL, DFAI, and represent 39.38% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$22M), AVUS (+$14M), AAPL (+$11M), VTI (+$11M), QQQ (+$9.0M), DFAI (+$8.4M), OKTA (+$8.1M), TFLR (+$7.7M), DFAU (+$7.6M), SPY (+$5.8M).
Started 66 new stock positions in IJAN, CAT, BJUN, DFAU, BAUG, QQQ, NKE, AMD, IYH, STGW.
Reduced shares in these 10 stocks: , , DFAC (-$13M), IVV (-$12M), DUHP (-$11M), DFSV (-$11M), DFEM (-$9.7M), SCHR (-$8.7M), EFA (-$7.4M), BSV (-$6.9M).
Sold out of its positions in AVUV, AWI, AstraZeneca, BX, CSCO, CEG, DFAE, DFAT, DCOR, DFGR.
My Personal CFO was a net seller of stock by $-20M.
My Personal CFO has $240M in assets under management (AUM), dropping by -7.18%.
Central Index Key (CIK): 0001916366

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.3	$37M	+40%	110k	335.27	View chart
Microsoft Corporation (MSFT)	9.3	$22M	+3530%	46k	483.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.8	$14M	NEW	124k	111.78	View chart
Apple (AAPL)	5.1	$12M	+720%	45k	271.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.8	$9.0M	+1253%	238k	38.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$9.0M	NEW	15k	614.33	View chart
Okta Cl A (OKTA)	3.4	$8.1M	NEW	94k	86.47	View chart
T Rowe Price Etf Floating Rate (TFLR)	3.2	$7.7M	NEW	150k	51.40	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.2	$7.6M	NEW	162k	46.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$6.6M	+732%	9.7k	681.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.3	$5.4M	+76%	70k	77.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$5.4M	NEW	8.6k	627.12	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	1.6	$3.8M	NEW	80k	47.98	View chart
Ishares Tr Select Divid Etf (DVY)	1.6	$3.8M	NEW	27k	141.14	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.5	$3.7M	NEW	74k	49.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$3.4M	+962%	12k	290.22	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	1.4	$3.3M	NEW	68k	48.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$3.0M	-53%	34k	88.49	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.2	$2.9M	NEW	66k	44.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.9M	NEW	5.8k	502.67	View chart
Stagwell Com Cl A (STGW)	1.2	$2.9M	NEW	591k	4.89	View chart
NVIDIA Corporation (NVDA)	1.2	$2.8M	+314%	15k	186.50	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	1.1	$2.7M	NEW	54k	50.76	View chart
Vanguard World Energy Etf (VDE)	1.1	$2.7M	NEW	21k	125.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.1	$2.7M	NEW	59k	45.45	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	1.1	$2.6M	NEW	48k	53.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.5M	NEW	17k	143.52	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$2.4M	NEW	30k	80.22	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.0	$2.3M	NEW	42k	55.05	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.9	$2.1M	NEW	39k	54.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.1M	-84%	3.1k	684.90	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.9	$2.0M	NEW	57k	36.16	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.8	$1.9M	NEW	62k	29.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$1.8M	NEW	12k	148.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$1.7M	NEW	61k	27.43	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.7	$1.6M	NEW	25k	65.10	View chart
Applied Materials (AMAT)	0.6	$1.5M	NEW	5.8k	256.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.3M	-55%	25k	53.76	View chart
Advanced Micro Devices (AMD)	0.5	$1.3M	NEW	6.1k	214.16	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.5	$1.3M	NEW	26k	49.42	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$1.2M	NEW	24k	49.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$1.1M	NEW	9.3k	120.95	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$962k	NEW	21k	46.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$940k	-87%	15k	62.47	View chart
JPMorgan Chase & Co. (JPM)	0.4	$922k	+60%	2.9k	322.22	View chart
Meta Platforms Cl A (META)	0.4	$921k	+299%	1.4k	660.05	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$912k	NEW	27k	33.79	View chart
Johnson & Johnson (JNJ)	0.4	$874k	+41%	4.2k	206.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$863k	-88%	11k	78.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$751k	+133%	2.9k	257.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$735k	+188%	9.9k	74.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$707k	NEW	29k	24.04	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$699k	NEW	4.1k	168.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$690k	NEW	4.8k	143.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$685k	NEW	12k	58.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$663k	-16%	25k	26.23	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$583k	NEW	13k	44.82	View chart
UnitedHealth (UNH)	0.2	$579k	-4%	1.8k	330.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$564k	+34%	748.00	753.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$551k	NEW	5.7k	96.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$480k	NEW	10k	47.02	View chart
Agilent Technologies Inc C ommon (A)	0.2	$478k	NEW	3.5k	136.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$472k	NEW	7.2k	66.00	View chart
Amazon (AMZN)	0.2	$456k	+26%	2.0k	230.88	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$447k	NEW	13k	35.13	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$446k	NEW	3.7k	121.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$438k	NEW	1.4k	314.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$407k	+32%	1.3k	312.95	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$390k	NEW	2.8k	139.16	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$381k	NEW	5.7k	67.22	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$380k	NEW	2.5k	154.79	View chart
Bank of America Corporation (BAC)	0.2	$368k	NEW	6.7k	55.00	View chart
Home Depot (HD)	0.2	$368k	NEW	1.1k	344.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$353k	NEW	1.6k	219.78	View chart
Broadcom (AVGO)	0.1	$334k	+26%	965.00	346.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$329k	-20%	675.00	487.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$317k	+14%	1.5k	211.73	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$300k	NEW	674.00	444.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$279k	NEW	2.4k	113.92	View chart
Goldman Sachs (GS)	0.1	$276k	NEW	314.00	879.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$260k	-21%	2.2k	120.31	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$257k	NEW	5.1k	50.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$252k	NEW	3.3k	75.45	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$250k	NEW	2.1k	119.35	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$245k	NEW	4.2k	57.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$245k	NEW	780.00	313.79	View chart
Caterpillar (CAT)	0.1	$236k	NEW	412.00	572.87	View chart
salesforce (CRM)	0.1	$228k	NEW	860.00	264.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$219k	NEW	552.00	396.31	View chart
Nike CL B (NKE)	0.1	$216k	NEW	3.4k	63.71	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$215k	NEW	7.0k	30.73	View chart
Take-Two Interactive Software (TTWO)	0.1	$202k	NEW	790.00	256.03	View chart
Orchid Is Cap Com New (ORC)	0.0	$72k	NEW	10k	7.20	View chart

Past Filings by My Personal CFO

SEC 13F filings are viewable for My Personal CFO going back to 2021

My Personal CFO 2025 Q4 filed Jan. 15, 2026
My Personal CFO 2025 Q3 filed Oct. 21, 2025
My Personal CFO 2025 Q2 filed July 22, 2025
My Personal CFO 2025 Q1 filed April 24, 2025
My Personal CFO 2024 Q4 filed Jan. 24, 2025
My Personal CFO 2024 Q3 filed Oct. 21, 2024
My Personal CFO 2024 Q2 filed July 26, 2024
My Personal CFO 2024 Q1 filed April 24, 2024
My Personal CFO 2023 Q4 filed Jan. 23, 2024
My Personal CFO 2023 Q3 filed Nov. 6, 2023
My Personal CFO 2023 Q2 filed July 13, 2023
My Personal CFO 2023 Q1 filed April 21, 2023
My Personal CFO 2022 Q4 filed Jan. 11, 2023
My Personal CFO 2022 Q3 restated filed Oct. 20, 2022
My Personal CFO 2022 Q3 filed Oct. 18, 2022
My Personal CFO 2022 Q2 restated filed Aug. 3, 2022

View all past filings

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